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How to Get Organized Using Lists

Ian's Messy Desk

These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( Basic personal numbers (self and family members) – drivers license, social security, insurance policies, Whatever you may need for yourself and others when filling out forms. Be careful with this list.

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Tips for Planning Someone Else’s Travel

Office Dynamics

Each traveler has personal preferences and unique quirks that make travel planning a true art form. If you choose to use Uber and Lyft for your the traveler, make sure their phone already has the app downloaded and is properly linked to their credit cards. Be sure to import all of their travel plans to their preferred calendar.

Travel 100
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Customers Have to Pay at Claire's

Make or Break Moments

Claire’s prefers customers who pay with credit cards Or perhaps Claire’s only wants you to spend LESS than $40 It is better to receive two bad $40 checks than one $75 bad check Gosh. One of the things I love about life is that it never ceases to provide lessons. So what do you think?

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Snail Mail 101

Clutter Coach

This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Also shred credit card applications. Avoid decisions you don’t really need to make. Shred every day.

Medical 100
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  Oh, did I mention that your meeting confirmation hits your google, outlook or web calendar as well as generates a confirmation email. Accept Credit Cards Anywhere, Any Time.

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The tricky world of expenses

Practically Perfect PA

You have to decipher all of this by looking at the date on the receipt and in their calendar and try to work out what they were doing… Sounds familiar? It is a nightmare, especially if they travel abroad a lot and have loads of foreign currency in addition to the receipts and credit card statements.

Expenses 100
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The 10 Best Goal Setting Apps to Help You Stay on Track

Success

Make sure you know what you’re signing up for and read the cancellation policy before entering your credit card information. An app can have many exciting features, like monitoring multiple goals, a task manager or to-do lists, access to a personal coach and integration with your calendar or other apps.

Goals 288